Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Charitable Giving
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Small Business
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series7 - General Securities Representative Examination
  • Series 65- Uniform Investment Adviser Law Examination
  • Series 63- Uniform Securities Agent State Law Examination
  • SIE -Securities Industry Essentials Examination

Interests

Robert lives in Cape Coral along with his wife Jami and their children Julianna 16 and Robert Jr 13. They enjoy boating, fishing and spending time with friends and family. While enjoying the South West Florida sunshine they are active members of the Oasis Charter Schools and its Foundation that provides support and fundraising to benefit the Charter Authority school system. He is a volunteer coach with the Cape Coral Soccer Association and sponsors the Cyclones Soccer travel team. He is also a corporate member and sponsor of the Southwest Florida Military Museum & Library.

Community participation

Sponsor of Cape Coral Schools Charter Foundation "Rally on the Green" Golf Event.

Sponsor of the Ft. Myers Lee Health ALS Clinic

Cape Coral Soccer Association and Sponsor of the Cyclones Soccer team

Corporate Member and Sponsor of the Southwest Florida Military Museum & Library

Awards & recognition

  • Five Star Wealth Manager, 2022

Previous experience

  • Financial Advisor, Merrill Lynch, 2008 - 2018
  • Financial Advisor, H&R Block Financial Advisors, 2001 - 2008